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The Efficient Advisor: Tactical Business Advice for Financial Planners
You built the process... so why aren't you (or your team) following it? This episode is all about the difference between creating great processes and actually getting your team to follow them. While most advisors spend time documenting workflows, the real challenge is building habits that stick when business gets busy. Libby shares practical strategies for turning systems into your firm's default way of operating, helping advisors reduce mistakes, create consistency, and build a business that can truly scale without relying on constant oversight.In this episode, you'll learn:Why implementation is a completely different skill than process design, and why even great systems fail without consistent execution.Simple ways to help your team build new habits, including creating "pause points," making SOPs easy to access, and eliminating exceptions.How to create a culture that rewards following the process instead of celebrating lucky shortcuts that eventually create more work.Practical leadership strategies for auditing your systems, encouraging team feedback, and building lasting process adoption through repetition and accountability.If you've ever built a process only to watch your team slowly drift back to the old way of doing things, this episode will give you a practical framework for making change stick. Small, consistent improvements—paired with intentional implementation—can transform the way your business operates, creating a smoother experience for both your team and your clients while helping your firm scale with confidence.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
The Efficient Advisor: Tactical Business Advice for Financial Planners
If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audit she uses to identify the biggest operational bottlenecks inside an advisory practice. Instead of focusing on working harder or becoming more disciplined, you'll learn how to quickly pinpoint the systems that are creating unnecessary stress, consuming your time, and keeping you stuck as the bottleneck in your business. By the end of this episode, you'll have a simple framework you can use to perform your own 20-minute operational audit and identify exactly where to focus next.In this episode, you'll learn:The four core systems Libby evaluates first to quickly identify operational bottlenecks inside an advisory practice.How to perform your own 20-minute business audit to uncover where your firm is losing the most time and creating unnecessary stress.The common warning signs that your onboarding, service model, service requests, or internal projects need attention.How to identify the one process improvement that will create the biggest impact instead of trying to fix everything at once.Building a more efficient business doesn't require reinventing your entire practice overnight. It starts with identifying the one system that's creating the biggest drag on your time, energy, and client experience. Take 20 minutes, complete the audit, and commit to improving just one process this quarter. Small, intentional improvements compound into a business that gives you more capacity, more consistency, and ultimately more freedom.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
A referral slowdown rarely happens because something went wrong. It happens because something stopped being tended to. In this episode, we break down five specific reasons referral flow diminishes in businesses that used to generate it consistently, from serving a different client than your network was built around to work that has become so consistent it stopped producing the moments people feel compelled to talk about. If your referrals have slowed down without a clear explanation, this episode will give you one.
In this solo episode of Referrals Done Right, Scott Grates challenges one of the most accepted practices in sales. He argues that interruption marketing has become increasingly ineffective in a world filled with spam filters, caller ID, and endless distractions. Instead of chasing strangers through cold calls and purchased leads, Scott makes the case for becoming the person prospects actively seek out.Scott shares a practical framework built around two powerful ideas: personal branding and relationship marketing. He explains how creating valuable content, strengthening your digital presence, and intentionally investing in meaningful relationships can build trust long before a sales conversation begins. Rather than asking for referrals, he encourages listeners to earn them by consistently serving others and becoming someone people naturally want to recommend.In This Episode:• Why interruption marketing is becoming more expensive and less effective.• How personal branding helps prospects trust you before they ever meet you.• Simple ways to create content that answers your customers' biggest questions.• Why a small circle of intentional relationships creates more opportunity than a large list of cold contacts.• Three practical actions you can take this week to become easier to find, easier to trust, and easier to refer.---Scott Grates' Links:The Magnetic Niche - https://mailchi.mp/wonderlabstrategy/findyournicheReferrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates
Referrals don't happen by accident. They're cultivated through consistent conversations, intentional systems, and genuine community connections. Dr. Lona and Dr. Rachel Hovey discuss why referral growth is still one of the most underutilized and effective practice-building strategies, despite the attention given to newer marketing tactics. They share practical systems for cultivating patient referrals, building meaningful community partnerships, training teams to recognize referral opportunities, and creating consistent follow-up processes that keep practices visible and top of mind. Rather than treating referrals as something that simply happens, this episode encourages practice owners to intentionally build a referral culture that extends from the adjusting table into the community, creating sustainable growth rooted in trust and genuine relationships. Key Highlights 01:29 – Discover why relationships still create stronger long-term practice growth than the latest marketing trends. 02:23 – Learn to spot the everyday patient comments that can become real referral opportunities. 04:23 – A more natural approach to networking that removes the pressure to promote yourself. 06:11 – Inside Dr. Rachel's simple system for keeping community connections organized and active. 07:30 – Defining your ideal patient can point you toward better networking opportunities. 09:15 – Strong referral partnerships often begin long before anyone exchanges a referral. 11:13 – See how the right local partnerships can make your practice a trusted community resource. 13:07 – Simple ways to thank referral partners and strengthen those relationships over time. 15:33 – Reframing the referral conversation so it feels helpful rather than uncomfortable. 17:40 – Table talk, whiteboards, and repeated education may be quietly driving your best referrals. 19:23 – Three practical steps for strengthening referral systems inside the practice and throughout the community. 20:29 - Adding the right service can improve patient care while strengthening your practice. Dr. Eric welcomes the expertise of Dr. Dan RuitenBeek from Success Partner Shockwave Centers of America to discuss how regenerative shockwave therapy, staff training, and implementation support help chiropractors expand treatment options, retain more patients, and create new revenue opportunities. Resources Mentioned For more information about Shockwave please visit: https://www.shockwavecenters.com/ To schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcast To schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcast Learn more about the Remarkable CEO Podcast: https://theremarkablepractice.com/podcast
Episode 455 | Martial Arts Appreciation Month: How to Drive Referrals, Reviews, and Retention Podcast Description National Martial Arts Appreciation Month (September) isn't just a “fun theme” — it's a full marketing and retention campaign you can run every year. In this episode, Duane Brumitt and Allie Alberigo break down how they built Martial Arts Appreciation Month into a repeatable playbook that drives referrals, strengthens culture, and gives families a real reason to talk about what martial arts has done for their kids. You'll hear practical ideas you can copy: a buddy week where students bring friends, sponsor-funded T-shirts that turn into walking billboards, review drives that feel like appreciation (not begging), and simple ways to educate parents on your school's legacy so they feel more connected — and stay longer. Key Takeaways Treat Appreciation Month like a campaign, not a calendar gimmick. When you plan it as a full campaign, it becomes a system for referrals, reviews, and retention — not “extra work for maybe results.” Appreciation changes the story families tell themselves. You can't force people to value what you do. However, you can give them a lens to look through so they notice progress: who their child used to be vs. who they are now. Events drive attention — and attention drives action. People are event-oriented more than ever. So when you package your message as an “event month,” families pay attention in a way they don't during normal weeks. Buddy Week + T-shirts = a referral engine that doesn't feel salesy.A structured “bring-a-friend” week inside the month gives you a clear referral push. Pair it with a T-shirt for both the student and the guest, and you create instant excitement and visibility. Use sponsorships to fund (and profit from) your marketing. Instead of paying out of pocket for shirts, Duane and Allie use community sponsors (with tiered packages) to cover costs and create profit — while building local business relationships. Reviews work better when they're framed as appreciation. A review drive tied to “show your appreciation” feels natural. Add a raffle-ticket system and prizes, and participation goes up. Video testimonials are marketing assets — not one-and-done content. Have instructors and students record short videos on why they appreciate martial arts (and your school specifically). Those clips can be reused on social, email, and your website. Brand the testimonials so they don't become generic. If students say “martial arts helped me,” you're advertising every school in town. Ask them to say your school name (ex: “TriStar Martial Arts helped me…”) so the message stays attached to your brand. “Dead leads” aren't dead — they're future event buyers and referral sources. Even if a guest doesn't enroll, they may attend camps, seminars, parent night outs, or refer someone later because they had a great experience. Education builds reverence — and reverence builds retention. Many families join because you're convenient and professional, not because they understand your legacy. Appreciation Month is your chance to teach them who you are, what you've built, and why it matters. Action Steps for School Owners Pick your month and commit to the campaign. September ties nicely to back-to-school, but you can run it any month. The key is planning early enough to execute. Choose 5 core activities (don't try to do all 30 ideas). Start with a simple stack like: Buddy Week (bring-a-friend) T-shirt incentive Review drive + raffle Weekly “Martial Arts Legend / History” spotlight Video testimonials (students + instructors) Build your sponsor offer (even if it's just 2 tiers). Create a simple sponsorship sheet for local businesses. If you want to copy Duane's approach, use four tiers: Community Champion — $200 Character Builder — $250 Leadership Partner — $300 Warrior Advocate — $400 Make the T-shirt the “ticket” to participation. Give a shirt to the guest and the student who brings them. It's a reward, a uniform, and a walking ad. Run a review raffle instead of “please leave us a review.”Every review = a ticket in the drawing. Pick prizes families actually want (gear credit, private lesson, birthday party discount, etc.). Collect video testimonials with one rule: say your school name. Give families a simple prompt and remind them to name your school in the first sentence. Add one “culture education” piece per week. Rotate options like: Word of the Week (grit, legacy, inspire, strength) Legacy chart (your instructor lineage) Instructor spotlight videos “Did you know?” facts about the owner/head instructor Create a follow-up plan for visitors. Don't just invite them to join. Invite them to the next event: movie night, bully-proofing seminar, parent night out, camp, etc. Additional Resources Mentioned Martial Arts Appreciation Month PDF playbook (Duane + Allie mention they'll share it via Facebook message and link it on the Episode 455 post at SchoolOwnerTalk.com.) Event Journal / Event recap questions (a repeatable set of questions to document what worked, what to change, and the numbers from each event.) Video testimonial collection + transcription workflow (they mention using Dropbox to collect videos and auto-transcribe, then repurposing the transcript with AI.) Movie Night Ideas (from the episode) Allie's “family martial arts friendly” movie list mentioned: 3 Ninjas (series) Teenage Mutant Ninja Turtles (movies) Warriors of Virtue Top Dog (Chuck Norris) Surf Ninjas The Karate Kid (series) Kung Fu Panda (series) Mulan Underdog Kids Big Trouble in Little China Additional Resources Mentioned (Action Items to Implement) Link the MAAM PDF to the Episode 455 post on SchoolOwnerTalk.com. Plan and promote a movie night (example: 3 Ninjas) with pizza/popcorn and a giveaway. Closing Note If you want a campaign that helps families feel the value of martial arts again — and gives them a reason to bring friends, leave reviews, and stay committed — Martial Arts Appreciation Month is a simple, repeatable way to do it. And if you want the full PDF playbook, Click HERE
Referrals are a powerful lead generating tool, especially for insurance agents! Find out more in this explainer on referral marketing how to implement this strategy into your insurance business. Read the text version Get Connected:
Why do so many podiatrists hesitate to increase their fees, even when they know they provide exceptional care?In this solo episode, Tyson Franklin explores one of the biggest pricing myths in podiatry: the belief that charging appropriately will damage referral relationships with doctors and other health professionals.Drawing on a real conversation with a former patient, Tyson explains why undercharging has very little to do with money and everything to do with seeking approval. He discusses the hidden costs of pricing too low, how fear of judgement influences business decisions, and why the best referrers care far more about patient outcomes than your fee schedule.If you've ever questioned your pricing or worried about what others might think if you charged more, this episode will challenge your thinking and encourage you to value your expertise with confidence.In this episode, you'll discover:• Why fear of judgement influences pricing decisions • What professional referrers actually care about • The hidden costs of chronic undercharging • Why patients associate value with confidence, not low prices • How to price your services based on value instead of approvalAdditional Show Notes are available on the Podiatry Legends Podcast website. If you enjoyed this episode, please leave a REVIEW, subscribe and share it with another podiatrist.Do you want to make more money in podiatry?If you want to make more money from your podiatry business and have more time off with your family, please visit my website at tysonfranklin.com to learn how I can help you make this a reality. Otherwise, feel free to email me any questions you may have about your business at tf@tysonfranklin.com.
Are you relying entirely on word of mouth to grow your MSP business? In this episode we discuss why relying on referrals isn't a sustainable growth strategy and what actions you need to take when that source dries up Chapters 00:00 – Topic intro: Referrals and MSP growth. 00:41 – Defining business goals and growth limits. 02:07 – Evaluating customer satisfaction. 02:44 – Customer Happiness Score explained. 05:27 – Asking for referrals proactively. 07:24 – Implementing outreach strategies. 09:37 – Documenting sales success. 11:00 – Alternative lead gen and budgeting. 13:21 – Measuring data and the sales cycle. 16:06 – Weekly inspirational story. 17:41 – Outro and final remarks.----------------------------------------------------------------------------- SUBSCRIBE and hit the ALERT button for upcoming videos! Want to know the secrets to sales growth? Sign up for my weekly newsletter to get weekly insights on how you can grow and scale your business or Sales career. https://www.jameswhite.business/newsletter-sign-up/
When your spouse is getting on your nerves, it's good to remember the qualities that attracted you to him or her. Karen Leann Murphy joins Jim Daly to share how she reminded herself of the good things about her husband. Also, John, Greg and Erin discuss how dating and engaged couples can focus on the best in their potential mate before they walk the aisle. Find us online at focusonthefamily.com/marriagepodcast or call 1-800-A-FAMILY2-Book Becoming a Husband/Wife BundleFocus on Marriage AssessmentBefore the Wedding Bells: Essential Pre-Marital Tips for Couples (Digital Download)Ready to Wed: Pre-Marital Counseling KitCounseling Consultation and Referrals
The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice
What if your strongest referral partner is already in your community? Is your client experience transformational, or transactional? How could stronger community partnerships improve client care? In this episode, Joe Sanok is joined by healthcare executive and leadership coach Jill Steeley to explore how private practitioners can build stronger community partnerships and create a more transformational client experience. Jill explains what federally qualified health centers (FQHCs) are, how they support underserved communities, and why they can become valuable referral partners for private practices. Together, they discuss the difference between transactional and transformational care, the importance of anticipating client needs and maintaining meaningful communication throughout the care journey, and how collaborating with community health centers can improve outcomes for clients while strengthening your practice. Jill also shares practical encouragement for clinicians, reminding them to identify what's holding them back and focus on building a sustainable, community-centered practice.
Is the biggest opportunity to grow your business hiding inside the referrals you are already getting? Attorney Terry Bruner talks about why his firm, despite generating 85% of its revenue through referrals, decided it was time to build a real referral system. Terry shares the mindset shifts, strategies, and early wins that proved referrals don't have to be left to chance. Stop relying on luck and start building a referral strategy designed for long-term growth. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/424
See what the team at The Successful Bookkeeper has on right now → This is the second and final part of Michael Palmer's conversation with Andrew Seguin, founder of Seguin Financial. If you want a candid look at how a bookkeeping firm doubles revenue without a big advertising budget, this episode delivers. Andrew walks through the real levers he pulls: a four-day workweek that keeps his team loyal, a disciplined approach to scope creep, and a referral engine built entirely on great service. Chapters [00:00] Introduction and Episode Recap [01:18] Four-Day Workweek Announcement [03:30] Andrew's Fridays: A Work in Progress [05:30] Scope Creep: How to Catch and Address It [09:30] Time Tracking as a Profitability Tool [12:00] How the Firm Doubled Revenue [15:00] Partnerships and Referral Strategy [18:00] Service as the Real Differentiator [21:30] Going Virtual Across Ontario [24:30] Final Advice: Start With Something The Four-Day Workweek in Practice Andrew made the switch to a Monday–Thursday, 36-hour week — with no pay cut for his team. "Working one hour extra per day doesn't feel as a big burden, but you get a whole day off every week, all year long," he explains. The response from clients has been overwhelmingly positive, and the retention impact has been real. For Andrew himself, it has gradually freed up his Fridays too — without the guilt of stepping away while his team is still at their desks. Catching Scope Creep Before It Costs You Andrew's approach to scope creep starts with the team: coach them to flag anything that feels different from the usual work, then back it up with time tracking so the numbers tell the story. Rather than hitting a client with a hard "that's out of scope," his firm offers two paths — "we can show you how to do it yourself, or we can have a conversation about a monthly increase to accommodate this." That framing keeps the conversation collaborative, not combative, and gets results either way. Partnerships and Referrals as a Growth Engine Seguin Financial grew from around a million dollars to double that in roughly 2.5 years — without meaningful advertising spend. The fuel? Strategic partnerships with fractional CFOs, outreach to franchise head offices, and a deliberate focus on asking the firm's best clients for referrals. "Our easiest client to take on is a referral," Andrew says, "because they've done probably so much work behind the scenes that at that point it's almost inevitable that they're going to become a client." Referrals arrive pre-sold — and they rarely price-shop. Service Is What Clients Can Actually See Andrew draws a clear line between quality of work and quality of service — and argues that for most clients, only one of those is visible. "Business owners are probably not going to always look at our reports. They might not really care a lot about the quality of the work. But the service they can see." Being responsive — not available at 8 PM, but back within 24 hours with an action plan — has moved Seguin Financial into a different tier in the eyes of their clients and made referrals far more frequent. Start With Something, Then Let the Data Lead Andrew's parting advice is straightforward: start tracking, even if it's just two spreadsheets. "Without time tracking, you're blind. You're honestly blind to which clients are doing very well for you and doing pretty poorly for you." He reviews his firm's analytics every month, makes a video for the team, calls out wins, and flags what to watch. That monthly discipline is what keeps the firm's profitability from quietly eroding — and what surfaces the clients worth doubling down on. Links Mentioned The Successful Bookkeeper PureBookkeeping Seguin Financial — find Andrew on LinkedIn About the Guest Andrew Seguin is the founder of Seguin Financial, a virtual bookkeeping firm based in Cornwall, Ontario, Canada. With over eight years in the business, Andrew has grown his firm to serve clients across Ontario, with a focus on e-commerce and owner-operated businesses. He is known in the bookkeeping community for his data-driven approach to profitability and his commitment to building a firm culture that keeps great people around for the long haul. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
What separates an average automotive salesperson from someone capable of selling more than 40 cars per month? "The more you familiarize yourself with the customer, the more you're going to be able to use that for yourself to build your business as a car salesman." - Josh MacPhee In this episode of the Millionaire Car Salesman Podcast, Sean V. Bradley sits down with Josh MacPhee, a top-performing sales consultant at McDonald Buick GMC Cadillac in Moncton, Canada, who sold an incredible 326 vehicles in only his second year in the automotive industry and went on to achieve a 40-car month. Josh reveals the mindset, daily habits, customer-service strategies, and modern tools that helped him rapidly build a powerful client base. From relentless follow-up and constant availability to using social media as a relationship-building engine, his approach challenges the traditional way many sales professionals operate. "Be kind, be honest, really help people, and care about what they're trying to accomplish in buying a vehicle from you." - Josh MacPhee You'll also hear how Josh transformed his experience working in a skateboard shop into a thriving automotive career, multiplied his results far beyond industry averages, and created relationships that continue producing business long after the initial sale. Whether you are brand-new to the showroom or an experienced salesperson looking to break through a performance plateau, this episode delivers practical strategies you can immediately adapt to generate more conversations, strengthen customer loyalty, and sell more vehicles. The numbers are impressive, but the process behind them is where the real value lives. Listen now to discover what Josh does differently. Key Takeaways: ✅ Building strong customer relationships and offering exceptional service are central to achieving consistent high sales figures. ✅ Utilizing social media platforms such as Facebook and Facebook Marketplace can significantly increase referral-based sales. ✅ Regular and effective follow-up is critical in maintaining customer interest and converting leads into sales. ✅ Working closely with managers and leveraging their expertise can help refine sales techniques and improve results. ✅ Embracing technology and community engagement can create additional pathways to expand a personal brand and reach in automotive sales. About Josh MacPhee Josh MacPhee is a dynamic and successful automotive sales consultant at McDonald Buick GMC Cadillac in Moncton, Canada. With a notable track record of selling 326 units in his second full year and achieving a remarkable 40-car month, Josh has swiftly risen as an influential figure in car sales. Prior to his career in the automotive industry, Josh honed his customer service skills by working at a retail skateboard shop, where he was responsible for cultivating customer relations and building sales initiatives. His commitment to customer service, strategic use of social media for networking, and relentless follow-up tactics are key elements of his sales approach, enabling him to far exceed the national sales averages within his industry. Josh continues to push boundaries and set new records in automotive sales by constantly evolving and adapting his strategies. Embracing the Grind: How Relentless Follow-Up and Customer Service Revolutionize Car Sales Key Takeaways: Emphasize the importance of continuous growth and development, even in challenging markets. Foster a relentless commitment to customer service and follow-up. Leverage technology and team dynamics to excel in sales performance. Relentless Customer Service and Follow-Up in Car Sales In the competitive world of car sales, consistency is key. Josh MacPhee's story illustrates how relentless follow-up and exemplary customer service can create extraordinary success in an environment where most salespeople average less than ten cars monthly. The approach is simple yet profound: make it easy for the customer and be accessible, whether on weekends, late at night, or even during holidays. MacPhee, a sales consultant at McDonald Buick GMC Cadillac in Moncton, Canada, credits his success to these values. "I just talk so much and create such a personal level with my conversations that they want to come back," explains MacPhee. His willingness to take calls late a night and work during off-hours underscores a broader principle: in a performance-based industry, accessibility can set you apart from competitors. This dedication to being available whenever the customer needs support leaves a lasting impact, evidenced by customers who choose him because he's consistently available and knowledgeable. "You wasted no time to get back to me and talk to me the whole time you were off on vacation," a customer reportedly said, highlighting trust and reliability as cornerstones of MacPhee's successful strategy. Building a Sales Network through Referrals and Community Engagement Effective car sales extend beyond the dealership floor—into community networking and robust referral systems. For MacPhee, referrals significantly contribute to his sales numbers. "We offer $200 for a referral," he states, a small investment when aiming for a fruitful long-lasting business relationship. Beyond financial incentives, MacPhee emphasizes relationship-building by engaging customers on social media platforms like Facebook, maintaining the connection long after the initial sale. Moreover, MacPhee leverages local insights and community relationships. "If it's legit, think about this: why the hell would you not want to incentivize somebody?" he argues, stressing the value of forging lasting connections within the community. Understanding local relevance, he primes his sales strategy by ensuring his presence is acknowledged beyond the transactional relationship, positioning himself as a reliable advisor in the community. By fostering deep ties, both digital and personal, MacPhee's strategy aligns with broader community-focused practices that drive sustained success. His approach taps into a natural cycle—prioritize existing relationships to expand business, maximizing opportunities for referral-based prospects in a strategy that feeds itself. Harnessing Technology and Team Dynamics In an era where technology plays a transformative role, integrating modern tools into traditional sales processes offers a distinct advantage. However, at McDonald Buick GMC Cadillac, MacPhee sees a fusion of personal effort and minimal tech dependence. "Artificial intelligence? What do you mean?" Queries MacPhee, indicating an opportunity for technological advancement that complements his human-centric approach. Still, the power of a cohesive work environment shouldn't be underestimated. Through collaboration with managers and peers, he builds a reservoir of sales knowledge and refined tactics. Allying with mentors and learning actively, MacPhee draws from a collective base of expertise that deepens individual knowledge, especially for complex negotiations. "It's important because you're getting a second person in to talk," MacPhee shares, emphasizing the value of team-based sales processes. Such environments promote skill sharing and adaptive learning, as colleagues become resources rather than competitors. Thus, success grows not only from independent initiative but from thriving in a supportive team context. Josh MacPhee's story champions the idea that diligence, customer engagement, and a strategic approach to relationships can transcend the industry norm, catapulting sales beyond expected metrics. Insights from his journey reveal that relentless dedication to customers and collaborative learning environments can redefine success. Though not overly reliant on modern technology, salespeople like MacPhee showcase the power of grinding hard, building a network, and making each customer interaction meaningful. Through this lens, car sales emerge not as a routine job, but as a dynamic business driven by personalities who exceed boundaries through sheer tenacity and astute connection-making. Resources + Our Proud Sponsors: ➼ Podium: The AI Platform Powering the Modern Dealership. From instant lead response to seamless test drive scheduling, Podium's AI Employee Jerry works 24/7 to turn every lead into a conversion, so your team can focus on closing. Trusted by thousands of dealerships nationwide and proudly featured on the Millionaire Car Salesman Podcast. Learn how Podium can help you sell more cars, book more service appointments, and grow your dealership. Discover how Podium's innovative AI technology can unlock unparalleled efficiency and drive your dealership's sales to new heights. Visit www.podium.com/mcs to learn more! ➼ The Millionaire Car Salesman Facebook Group: Join the #1 Automotive Sales Mastermind Facebook Group with over 29,000 automotive professionals worldwide. The Millionaire Car Salesman Facebook Group is the go-to community for car salespeople, BDC agents, sales managers, general managers, and dealer principals looking to increase performance, income, and leadership skills. Inside the group, members collaborate daily on automotive sales strategies, lead handling, phone scripts, closing techniques, CRM best practices, dealership leadership, and accountability systems. Learn directly from top automotive trainers, industry mentors, and high-performing sales leaders who are actively winning in today's market. If you're serious about growing your automotive career, increasing car sales, and building long-term success, join The Millionaire Car Salesman Facebook Group today! ➼ Dealer Synergy: Dealer Synergy is the automotive industry's #1 Sales Training, Consulting, and Accountability Firm, with over 20 years of proven dealership success nationwide. We specialize in helping car dealerships increase sales, improve processes, and build high-performing Sales, Internet, and BDC departments from the ground up. Our expertise includes automotive phone scripts, rebuttals, CRM action plans, lead handling strategies, BDC workflows, Internet sales processes, management training, and accountability systems. Dealer Synergy partners directly with dealership leadership to align people, process, and technology, ensuring consistent results and scalable growth. From independent dealers to large dealer groups and OEM partnerships, Dealer Synergy delivers measurable performance improvements, stronger teams, and sustainable profitability. ➼ Bradley On Demand: Bradley On Demand is the automotive industry's most advanced interactive training, tracking, testing, and certification platform for car dealerships — built to develop top-performing teams across Sales, Internet Sales, BDC, CRM, Phone Skills, Leadership, and Management. In addition to LIVE virtual automotive training classes and a library of 9,000+ on-demand dealership training modules, Bradley On Demand now includes AI Phone Roleplaying and Coaching to help salespeople and BDC agents practice real dealership conversations before they ever get on the phone with customers. This AI-powered roleplay technology strengthens phone scripts, objection handling, appointment setting, lead follow-up, and closing skills, while providing measurable coaching feedback for continuous improvement. Bradley On Demand empowers dealerships to train faster, coach smarter, improve call performance, increase closing ratios, and sell more cars more profitably — all through structured, trackable, modern automotive training.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Emily Snodgrass shares her insights on building a successful real estate career, focusing on niche marketing, team retention, and leveraging relationships for growth. Perfect for agents looking to scale and refine their strategies. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
The Efficient Advisor: Tactical Business Advice for Financial Planners
If you've ever wondered whether Systems to Scale Group Coaching is the right next step for your business, this episode is for you. Libby pulls back the curtain on exactly who the program is designed for, who should wait, and why so many successful advisors eventually realize they don't have a revenue problem—they have a capacity problem. You'll hear the philosophy behind the program, what transformation advisors can expect over the 10-month coaching experience, and answers to many of the most frequently asked questions about how the program works, what the commitment looks like, and what you can expect if you decide to join.In this episode, you'll learn:Why the biggest bottleneck in a growing advisory firm is often the advisor themselves, and how documented systems create more capacity without sacrificing client experience.The three core beliefs that shape the Systems to Scale coaching program and why incremental process improvements outperform trying to overhaul your business all at once.What actually happens during the 10-month group coaching program, including how the live coaching, small accountability pods, templates, office hours, and implementation support work together to help you build lasting systems.Who the program is the best fit for, who should wait before joining, and how to determine whether now is the right time to focus on building the operational foundation for your business.If you've built a successful practice but still feel like everything depends on you, this episode will help you determine whether it's time to stop being the bottleneck and start building a business that can consistently deliver an exceptional client experience without relying on your memory. Whether you decide to join the program now or sometime in the future, you'll walk away with a clearer understanding of what it takes to transition from busy advisor to true CEO.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Someone hits unsubscribe. Someone says "take me off your list." Someone tells you the postcards are "too much." And in that one moment, you rethink your whole marketing plan for a database of hundreds. One voice out of a hundred just canceled your strategy, and the ninety-nine people it was quietly working on never got a say.It can be really easy to fall into the trap of making marketing decisions off insufficient data. A few (or even just one) loud voice whether it be positive or negative can change what you're doing, but should they? We unpack a lot in this discussion. If you ever question your marketing, you will want to listen to this one.And for those of your looking for a little guidance, more community, and endless ideas on how to make your business start working for you instead of against you.... join us in the 11 Circle. Get all the details at https://tentenths.co
In this episode of Referrals Done Right, Scott sits down with Gina Thorsen, CEO of Jacquart Fabric Products and the Stormy Kromer brand, to talk about leadership, legacy and the power of building relationships that stand the test of time. As the first woman to lead the company in its 120 year history, Gina shares how she is honoring a beloved American brand while finding new ways to grow through partnerships, innovation and a commitment to American manufacturing.Throughout the conversation, Gina explains why relationships have always been the foundation of the company's success. From decades long supplier partnerships to exceptional customer service, she shares how trust and consistency have created opportunities that no marketing campaign could replace. This episode is filled with practical lessons on leadership, brand building and why staying true to your values can become your greatest competitive advantage.You Will Learn:• How strong relationships create long term business success and lasting customer loyalty• Why protecting your values can become a powerful competitive advantage• How strategic partnerships help brands reach new audiences without losing their identity• What it takes to lead a family business while honoring its legacy and embracing change• Why doing the basics well still sets great companies apart in today's marketplace---Gina Thorsen's Links:Website - https://www.jacquarts.comStormy Kromer - https://www.stormykromer.comInstagram - https://www.instagram.com/kromergal---Scott Grates' Links:Referrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates
The Efficient Advisor: Tactical Business Advice for Financial Planners
If you've ever looked around your business and thought, "I know I need better systems, but I have no idea where to start," this episode is for you. In today's conversation, Libby shares one of the most impactful exercises from a recent CEO Day with her alumni community—an exercise that gives advisors immediate clarity on where to focus next. Instead of chasing every new idea, you'll learn how to identify the one or two processes that will create the biggest impact in your business over the next 90 days.In this episode, you'll learn:How to assess the eight core processes every advisory firm needs to build a scalable business.A simple five-level framework to evaluate the maturity of each process, from "winging it" to delivering an exceptional client experience.Why incremental improvements consistently outperform trying to overhaul your entire business at once.How to use the Process Assessment Wheel to prioritize the next system or workflow that will create the greatest momentum in your firm.Building a business that runs more efficiently doesn't happen by tackling everything at once. It happens by making intentional improvements one process at a time. This exercise will help you gain clarity, focus your energy where it matters most, and create meaningful progress without feeling overwhelmed. Be sure to download the accompanying worksheet and use it during your next CEO Day to measure your progress and plan your next steps.DOWNLOAD THE ASSESSMENT HERE! Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Grab our High-Converting Proposal Template and learn what to include (and what to leave out) to turn more of your proposals into higher-paying clients: https://webdesigneracademy.com/template What to Do When Web Design Proposals Go Silent In this replay of our June 2026 live Q&A, I answer four real questions from web designers on some of the most common business challenges that come up again and again. We cover why proposals stall after discovery calls (and what to actually say in your follow-up), how to apply the Package Matrix Method to VIP day and sprint-based offers, how to bring in subcontractors without it becoming a client issue, and how to position the value of a website when local business clients want you to do everything. WHAT YOU'LL LEARN Why proposals go silent after great discovery calls and the follow-up framework that actually moves people to a decision How to incentivize a decision without pressure-selling or closing on the call How to apply Package Matrix thinking to sprint and VIP day offers when your deliverables don't change How to handle subcontracting and outsourcing when clients expect you to do all the work How to position a conversion-focused website to local business clients who want it all The leaky bucket analogy that shifts clients from cost-based thinking to value-based thinking KEY TIMESTAMPS [00:00] - Welcome and overview [05:30] - Q1: Proposals stalling after discovery calls (Sonya) [25:30] - Q2: Package Matrix for VIP days and sprints (Jess) [44:00] - Q3: Outsourcing and subcontracting (Alyssa) [52:00] - Q4: Selling a website to local business clients (Kristin) RESOURCES MENTIONED Web Designer Academy: https://webdesigneracademy.com Next Level Mastermind: https://webdesigneracademy.com/next-level-mastermind The Package Matrix™ Method: https://shannonmattern.com/package-matrix-method/ RELATED EPISODES Episode 198: How to Make More with Less Web Design Clients - https://webdesigneracademy.com/how-to-make-more-with-less-web-design-clients/ Episode 194: The Daily Habit for Building a Full Web Design Client Pipeline with Julia Taylor - https://webdesigneracademy.com/the-daily-habit-for-building-a-full-web-design-client-pipeline-with-julia-taylor/ Episode 193: Stop Waiting for Referrals and Get Booked Out with Sarah Noel Block of Tiny Marketing - https://webdesigneracademy.com/stop-waiting-for-referrals-and-get-booked-out-with-sarah-noel-block-of-tiny-marketing/ About Shannon Mattern: Shannon Mattern is a Pricing Strategist, creator of The Package Matrix™ Method, and the founder of the Web Designer Academy where she helps experienced women web designers book higher-paying web design projects, charge more with confidence, run projects without overworking and burnout and break through to their next level of income and freedom. For Web Designers: https://webdesigneracademy.com For Service Providers, Consultants & Agencies: https://shannonmattern.com Instagram: @profitablewebdesigner | @shannonlmattern
They are generating $250M per year… from referrals and repeat business. I sat down with Josh Sparks, Chairman of the ~$600M roofing portfolio called Infinity Home Services (IHS) to learn exactly how 40-60% of their revenue is word of mouth.While some companies are struggling for leads, IHS is growing and referrals are a huge reason why. Josh isn't shy to share what's worked for them because he says, “Everybody has your strategy. Nobody has your execution.” Watch this interview to learn: - Why most referral programs fail- The ‘SMART' framework he's been using for 30 years- His best advice to drive referrals that anyone can useIt's been a tough year for a lot of roofers, and I hope this video helps you drive more word-of-mouth business.P.S. Josh is right… Strategies don't win, execution does. If you want to surround yourself with powerful strategies plus a community dedicated to executing at a high level, then the Roofing STRONG Alliance™ community may be exactly what you've been searching for: https://rsa.pro/=============Join The Roofing STRONG Alliance by TAMKO™ (RSA): https://rsa.pro/Exclusively available to The TAMKO Edge® Certified Contractors at no additional cost.FREE Starter Membership (RSA): https://rsa.pro/freePODCASTApple Podcasts: https://apple.co/3fSQievSpotify: https://bit.ly/3eMAqJeFOLLOWFacebookInstagramTikTokLinkedInThe views and opinions expressed are based on Adam's long tenure and personal experiences as a roofing service consultant prior to coming to TAMKO as well as Josh Sparks' personal experiences in the roofing and home services industry. As such, their views are intended for general informational purposes only and should not be considered professional advice regarding insurance, financing, legal matters, compliance, business valuations, mergers and acquisitions, or business transactions. TAMKO does not endorse, recommend, or make any representation regarding any third-party company, platform, service, or business opportunity discussed in this video. Communication techniques demonstrated are intended solely to help contractors better understand and serve homeowners — not to encourage manipulative, deceptive, misleading, or high-pressure sales practices. Contractors must ensure their sales and business practices comply with all applicable federal, state, and local laws, including consumer protection, telemarketing, lending, and employment laws. Revenue, referral, and performance figures cited are specific to the guest's organization, are unverified by TAMKO, and should not be interpreted as typical or guaranteed results. Viewers are encouraged to consult qualified professionals before applying these concepts or making any decisions related to their business operations.Content produced on or before 5/13/26 was previously produced by The Roof Strategist, TAMKO Building Products LLC makes no representations or warranties regarding its accuracy, completeness, or applicability to current products, programs, or operations.
In this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners, to look at how prospects choose a financial advisor today. A trusted introduction may put an advisor at the top of the list, but prospects still do their homework. They check your website. They look at your LinkedIn profile. They search Google, and increasingly, they ask AI. Yup! For better or worse, AI is playing a huge role in this dynamic now. Molly shares what advisors can do to strengthen that next step and make sure their marketing supports the tried and true referral process. Here are 3 Key Takeaways: The Referral Gets You Considered: A warm introduction opens the door. Your online presence helps the prospect decide whether to walk through it. The referral comes with borrowed trust. Your online presence can increase that – if done properly. Your Message Has to Be Specific: Does your website clearly show who you help, what makes you different, and why the prospect should call you? Do your new prospects “see themselves” in how you talk about your value? Client Surveys Can Start Better Conversations: Client survey results can lead you to clients who are willing to refer but maybe haven't done so… yet. This creates a natural opportunity to follow up and help them recognize who may be a good fit. Listen in for a smart, practical conversation about blending referrals and marketing, with advice on creating useful content, improving search visibility, simplifying website forms, and making sure your links and follow-up systems work, so you can become the first call clients make when life gets complex. Don't forget to check out the show notes for free resources and get ready to turn great ideas into meaningful action! Episode Sponsors: Nexruto The Cates Academy for Relationship Marketing Connect with Molly McClure: Website: https://themollymcclure.com/ | https://www.onepointbfg.com/ LinkedIn: https://www.linkedin.com/in/mollysmcclure/ Email: molly@themollymcclure.com Resources: RapidFire Referrals Get a copy of “The Language of Referrals” Get a copy of “Radical Relevance” Grab your copy of The Hidden Heist today! Connect With Bill Cates: BillCates@referralcoach.com Referral Coach Homepage Hire Bill for Coaching Enroll in The Cates Academy About Our Guest Molly McClure is the Executive Director of Marketing at OnePoint BFG Wealth Partners, where she leads the firm's marketing strategy and brand growth. With nearly 20 years of experience in technology, financial services, and fintech, Molly is known for making complex ideas clear and building marketing programs that deliver real results. Before joining OnePoint BFG, she led U.S. marketing for a fintech division of Invesco and helped drive significant growth in both revenue and brand awareness. Molly was also named the 2025 Gold Stevie Award winner for Marketing Executive of the Year. A Michigan native, she credits her early years working on her grandparents' cherry farm with shaping her hands-on approach to leadership.
In this solo episode of Referrals Done Right, Scott explores a challenge that many business owners never expect to face. It is not a lack of opportunities. It is having too many good ones. As businesses grow and relationships expand, the hardest decisions often become choosing between several promising paths instead of choosing between right and wrong. Scott shares how this shift has changed his own perspective on leadership, success and intentional decision making.Throughout the episode, Scott explains why every opportunity comes with a hidden cost in time, energy and focus. He challenges listeners to stop chasing every open door and instead evaluate each opportunity against the person they want to become. This episode is a reminder that clarity is often found through subtraction and that saying no to good opportunities can create space for the ones that matter most.You Will Learn:• Why having too many opportunities can create more stress than having too few• How every commitment carries a hidden cost beyond money• Why the best leadership decisions are often between two good options• A simple question to help evaluate your current commitments and priorities• How saying no creates the focus needed to build a more intentional business and life---Scott Grates' Links:The Magnetic Niche - https://mailchi.mp/wonderlabstrategy/findyournicheReferrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates
Referrals are great, but they're not a business plan. Marketing strategist Jeff Lobb joins James Dwiggins to explain why the best agents don't wait for referrals to happen. Instead, they intentionally build multiple communities of people who know, like, and trust them. The conversation also explores AI search, consumer behavior, and why agents who fail to adapt risk becoming the next BlackBerry. Links mentioned in the episode: Searchably AI: https://searchably.ai/ RealScout AI Search: https://support.realscout.com/en/articles/13015842-introducing-realscout-ai-search-for-pros Connect with Jeff on LinkedIn - Facebook - Instagram and online at sparktankmedia.com. Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1 To learn more about becoming a sponsor of the show, send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/ Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com. Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/ The views and opinions expressed on Real Estate Insiders Unfiltered are those of the hosts and guests in their personal capacities and do not necessarily reflect the views or positions of AGNT, Inc., eXp Realty, LLC, NextHome, Inc., or any of their respective affiliates, subsidiaries, officers, or directors.
Paid media is getting more expensive and less predictable. So what do you do instead? Kaitlin Bitting just joined Alloy as Director of Marketing, and she comes with agency experience, time at Campbell's Soup, and a front-row seat inside another major fitness franchise. Rick Mayo brought her on the podcast six weeks into the job, and the conversation landed somewhere useful: three organic marketing tactics that franchisees can start executing this week without touching their ad budget. The first is community partnerships, done right. Not the kind where you slap a flyer in someone's window and call it a day. Rick's Fleet Feet playbook is the template: leverage each other's email lists, put physical presence in each other's locations for 30 days, run a joint educational event, and track everything with a unique QR code. One campaign generated 60 leads and 40 new members. The second is referrals, which convert at 90% and most owners still never ask for. The third is Google Business Profile, which 76% of customers check before they ever visit a location, and which now influences how LLMs surface your business in AI search results. Rick also shares what happened when someone left a scathing review for a location they had never visited, and why the response he wrote became one of his better PR moments. Playbooks for all three are on the way for Alloy franchisees. This episode is the preview.Key Takeaways: 00:00 The Referral Conversion Rate Is 90% 00:38 Welcome Kaitlin Bitting, Director of Marketing 02:54 Kaitlin Bitting's Background: Agency, Campbell's, Fitness Franchise 04:32 Why Alloy's Model Stood Out 06:54 Why Organic Marketing Matters More Now 08:12 Strategy 1: Community Partnerships 09:46 Make It Mutually Beneficial or Do Not Bother 10:00 The Fleet Feet Playbook: 3 Steps, 60 Leads, 40 New Members 16:00 Build a Partnership Calendar for the Year 19:00 Track Every Partnership with a Unique QR Code 20:00 Playbooks Are Coming for Alloy Franchisees 21:14 Strategy 2: Referrals 23:46 Ask at the Moment They Sign Up 25:38 John Herrera's Presale: One Third of 150 Members from Referrals 26:54 Joe: The Best Referral Culture We've Ever Seen 30:16 You Are 20% More Likely to Stick If a Friend Is in the Program 33:34 Strategy 3: Google Reviews and Google Business Profile 35:24 Respond to 75% of Reviews and Your Rating Jumps Half a Star 38:46 The Fake Negative Review Rick Turned Into a PR Win 40:40 Treat Google Business Profile Like a Social Media Account 43:42 LLMs Are Pulling from Google. Keep Your Profile Current. 44:28 5.8 Million Searches Per Minute. Half with Local Intent. 47:06 Whisper Marketing and Building Long-Term Community Equity Additional Resources: - Alloy Personal Training - Learn About The Alloy Franchise Opportunity --------- You can find the podcast on Apple, Google, Spotify, Stitcher, or wherever you listen to podcasts. If you haven't already, please rate and review the podcast on Apple Podcasts! To learn more about the Alloy Personal Training Franchise Opportunity, visit
Grab our High-Converting Proposal Template and learn what to include (and what to leave out) to turn more of your proposals into higher-paying clients: https://webdesigneracademy.com/template What to Do When Web Design Proposals Go Silent In this replay of our June 2026 live Q&A, I answer four real questions from web designers on some of the most common business challenges that come up again and again. We cover why proposals stall after discovery calls (and what to actually say in your follow-up), how to apply the Package Matrix Method to VIP day and sprint-based offers, how to bring in subcontractors without it becoming a client issue, and how to position the value of a website when local business clients want you to do everything. WHAT YOU'LL LEARN Why proposals go silent after great discovery calls and the follow-up framework that actually moves people to a decision How to incentivize a decision without pressure-selling or closing on the call How to apply Package Matrix thinking to sprint and VIP day offers when your deliverables don't change How to handle subcontracting and outsourcing when clients expect you to do all the work How to position a conversion-focused website to local business clients who want it all The leaky bucket analogy that shifts clients from cost-based thinking to value-based thinking KEY TIMESTAMPS [00:00] - Welcome and overview [05:30] - Q1: Proposals stalling after discovery calls (Sonya) [25:30] - Q2: Package Matrix for VIP days and sprints (Jess) [44:00] - Q3: Outsourcing and subcontracting (Alyssa) [52:00] - Q4: Selling a website to local business clients (Kristin) RESOURCES MENTIONED Web Designer Academy: https://webdesigneracademy.com Next Level Mastermind: https://webdesigneracademy.com/next-level-mastermind The Package Matrix™ Method: https://shannonmattern.com/package-matrix-method/ RELATED EPISODES Episode 198: How to Make More with Less Web Design Clients - https://webdesigneracademy.com/how-to-make-more-with-less-web-design-clients/ Episode 194: The Daily Habit for Building a Full Web Design Client Pipeline with Julia Taylor - https://webdesigneracademy.com/the-daily-habit-for-building-a-full-web-design-client-pipeline-with-julia-taylor/ Episode 193: Stop Waiting for Referrals and Get Booked Out with Sarah Noel Block of Tiny Marketing - https://webdesigneracademy.com/stop-waiting-for-referrals-and-get-booked-out-with-sarah-noel-block-of-tiny-marketing/ About Shannon Mattern: Shannon Mattern is a Pricing Strategist, creator of The Package Matrix™ Method, and the founder of the Web Designer Academy where she helps experienced women web designers book higher-paying web design projects, charge more with confidence, run projects without overworking and burnout and break through to their next level of income and freedom. For Web Designers: https://webdesigneracademy.com For Service Providers, Consultants & Agencies: https://shannonmattern.com Instagram: @profitablewebdesigner | @shannonlmattern
Wondering How to Get Consulting or Coaching Clients...Without Relying on Referrals? At first, relying on referrals to get consulting or coaching clients is great… and reliable. Or at least reliable enough. Your generous network sends business your way. Then thrilled former clients introduce you to new ones. Only problem? This works…until it stops and the question sets in: What do I do when getting clients primarily through relying on connections and referrals is no longer enough? If you have been asking yourself these questions, this episode is for you! In this conversation, seasoned leadership coach and my client Cori Crawford Van Oss and I take you behind the scenes of what it really takes to make the shift from the hustle of getting clients through asking for referrals and the agonizing waiting game to the flow of attracting the right clients – the ones you're called to serve - to you. We talk about the role that content plays in expanding your reach and your impact, and how to overcome the #1 barrier to getting started – which is clarity and confidence in who you help, the problems you solve, the value you create, and your unique perspective that drives how you think about and approach your consulting or coaching. We also got into how calling herself a trusted advisor (in addition to a coach) with the eyes to see things her clients can't, helped her not only differentiate herself in the market but truly own her unique God-given gifting. We talk about how remarkable content doesn't just showcase our big ideas but meets clients where they are at each step in their buying journey. But the real power of owning our unique brand position, clarifying our message, and creating content isn't about marketing but creating the conditions for transformation, as it provides the psychological safety that it requires. It's about instilling trust, living our purpose, and making meaning out of our deepest wounds and most painful experiences, which is where the sources for our greatest credibility, empathy, and uniqueness lie. If your real question isn't just about making a shift in your approach to getting clients from chasing or waiting for them to drawing them to you, but it's more about how to create sustainable success from the inside out, this episode is for you. WHERE TO DIVE IN [00:00] When Referrals Aren't Enough [01:48] A Decades-Long Connection Comes Full Circle [06:12] From Global Mission Work to Going Solo [12:06] Why the Rebrand Had to Start From Scratch [16:13] Naming the Real Problem: Growth Without Burnout [20:16] The Pregnancy Metaphor: Growing at a Human Pace [37:23] Your Ideal Client Is an Earlier Version of You [41:05] Mapping Content to the Buyer's Journey [54:13] The Rocket Metaphor: Superpowers Born From Pain NEXT STEPS Thanks for listening. New episodes drop every Wednesday. Make sure you hit the follow button to get notified. If you prefer video or want closed captions, you can watch all my episodes on YouTube → https://www.youtube.com/c/BetsyJordyn If you're on LinkedIn, come say hi! → https://www.linkedin.com/in/betsy-jordyn/ Learn more about Cori Crawford Van Oss's leadership coaching, trusted advisor, and workshop that sustain and increase the impact of mission leaders without burning out staff and volunteers → https://coricrawfordvanoss.com/ MORE RESOURCES FOR YOU Get free templates and guides to nail your niche, clarify your value, craft compelling messages, and position yourself for the right clients and opportunities → https://www.betsyjordyn.com/downloads Learn more about my VIP brand-building & messaging services, custom-designed for purpose-driven consultants and coaches → https://www.betsyjordyn.com/services If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps me reach more consultants and coaches who need these insights and inspiration
When conflict arises, does one of you tend to get aggressive, and does the other withdraw? Dr. Josh and Christi Straub talk with Jim and Jean Daly about how to recognize your patterns in conflict and how you can handle arguments in a more constructive way. Plus, Greg and Erin offer some helpful advice on how to recognize if you're playing the victim in marital conflict. Find us online at focusonthefamily.com/marriagepodcast or call 1-800-A-FAMILYFamous at HomeFocus on Marriage AssessmentBecoming Teammates in Marriage I-II (Digital)Take the Reactive Cycle AssessmentCounseling Consultation and Referrals
Networking doesn't have to feel awkward, transactional, or like you're asking for a favor. In this episode, I share a practical approach to reaching out with confidence, making it easier for people to say yes, and building relationships that last beyond a single conversation.In this episode, you'll learn:• Why networking is about genuine connection, not finding the perfect words. • The overlooked incentive that often motivates people to make introductions: employee referral bonuses. • How to make one clear, specific ask that increases your chances of getting a response. • The simple mindset shift that makes networking feel more natural and less uncomfortable.Support the showJill Griffin, is a leadership strategist, executive coach, and host of The Career Refresh. She works with senior leaders to navigate complexity, strengthen teams, and lead with greater clarity and intention.With 20+ years of experience at companies like Coca-Cola, Microsoft, Hilton, and Martha Stewart, Jill brings a practical, real-world lens to leadership, decision-making, and career strategy. Visit GriffinMethod.com to learn more about working together:The Next Era Leader An 8-week cohort for women leaders ready to expand their capacity and lead through complexity with clarity and intentionExecutive Coaching & Leadership Advisory 1:1 strategic partnership for leaders navigating growth, transition, and what's nextConnect with Jill for Leadership Development for Organizations and Speaking & WorkshopsInstagram: @JillGriffinOffical
The Efficient Advisor: Tactical Business Advice for Financial Planners
One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for everyone to pitch in wherever needed. But as your firm grows, those blurry lines quickly turn into confusion, duplicated work, bottlenecks, and frustration.In this episode, I share one of the exercises we teach inside our Systems to Scale Group Coaching Program that helps advisors create clear job roles before they become a problem. You'll learn why well-defined roles aren't about creating bureaucracy—they're about giving your team clarity, creating better accountability, making delegation easier, and building a business that's ready to scale. Whether you have one employee or ten, this framework will help you stop building jobs around people and start building a business that can grow intentionally.In this episode, you'll learn:Why every advisory firm needs clearly defined roles and job descriptions long before you think you do.How to identify the core functions of your business and organize responsibilities so everyone knows exactly what they own.The difference between building a role around a person versus hiring the right person for a well-defined role—and why that distinction changes everything as you scale.How creating an organizational chart and role structure today makes delegation, hiring, annual reviews, and future growth dramatically easier.The strongest businesses aren't built by adding more people—they're built by creating clarity. When every person understands their role, how they contribute to the firm's vision, and where opportunities for growth exist, your business becomes easier to lead, easier to scale, and far less dependent on you being involved in everything. It's one of the simplest CEO exercises you can do today that will continue paying dividends as your firm grows.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
HOST: Michael Fanning, SVP & Co-Owner, Windermere Coaching. Host of the Windermere Ask a Coach podcast.EPISODE SUMMARY:Numbers get you hired, they rarely get you referred. This episode breaks down the difference between service and hospitality, why clients judge a transaction by its peak moment and its ending rather than the average, and how to build a repeatable hospitality system instead of relying on personality or bulk-ordered gifts.WHAT YOU'LL LEARN:- Distinguish service from hospitality in your own client interactions- Apply the peak-end rule to design the emotional high points of a transaction- Build a noticing habit that captures one personal detail per client conversation- Create a hospitality moment map tied to each stage of the transaction- Follow up within 24 hours of a stressful moment with something human, not transactionalRESOURCES & RECOMMENDATIONS:Unreasonable Hospitality Will GuidaraMr. Shmooze: The Art and Science of Selling Through Relationships Richard AbrahamCONNECT:windermerecoaching.comSubmit a topic: fanning@windermere.com
In this episode of Referrals Done Right, Scott sits down with time management coach, keynote speaker, and It's About Time host Anna Dearmon Kornick for a conversation that goes far beyond productivity hacks. Anna shares why overwhelm has become so common and explains that the solution is not doing more. It starts with creating awareness, getting clear on what matters most and making intentional decisions about how you spend your time. Together, they explore why many people chase new tools before identifying the real source of their stress.Throughout the conversation, Anna introduces practical strategies for creating space, protecting boundaries, and eliminating time leaks that quietly steal focus throughout the day. She also shares the personal experiences that shaped her perspective on time, including her work as a congressional scheduler and growing up in a funeral home family. This episode is filled with actionable ideas that will help you stop reacting to your calendar and start building a life with fewer regrets and greater purpose.You Will Learn:• Why awareness is the first step to overcoming overwhelm• How clear priorities make it easier to protect your time and your boundaries• Why transition moments often become your biggest source of lost time• The value of creating a personal board of directors that includes mentors and coaches• How making intentional decisions with your time leads to greater fulfillment and fewer regrets---Anna Dearmon Kornick's Links:Website - https://annadkornick.comBook - https://annadkornick.com/bookLinkedin - https://www.linkedin.com/in/annadearmonkornickInstagram - https://www.instagram.com/annadkornickYouTube - https://www.youtube.com/channel/UCaN48hIUyxrV5hHMlq2aCow---Scott Grates' Links:Referrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates
What does serving wine at a nightclub have to do with selling $20 million homes?More than you might think.On this episode of RWorld Talk, Chris Krzemien sits down with Jason Sims, one of the founders of Serhant Miami, to discuss how an unconventional career path in hospitality helped shape a successful career in luxury real estate.Jason shares how 15 years in wine, spirits, and hospitality taught him the skills that matter most when working with high-level clients, from understanding emotions and expectations to creating an experience that goes far beyond the transaction.We discussed:➡️ Why the emotional difference between a $1 million buyer and a $20 million buyer➡️ How Jason went from reading Sell It Like Serhant on his honeymoon to joining the team➡️ How to win relocation buyers by selling a lifestyle and not just a house➡️ Why every client gets the same level of service regardless of price point➡️ The $200,000 check mistake he wishes he could take back➡️ What the Serhant culture actually looks like from the inside➡️ Why you cannot do real estate part-time and what happens when you tryIf you have ever thought about moving into luxury real estate or building a referral-based business from a nontraditional background, this is the episode for you.Chapters:00:00 Welcome00:39 Hospitality to Real Estate02:23 Selling Ultra Luxury04:06 Referrals and Social Media08:14 Joining Serhant Miami13:02 Relocation Buyer Playbook14:57 Area Atlas Lifestyle Map16:18 Relocation Priorities Traffic17:35 Florida Lifestyle Activities18:30 Key Biscayne Cycling Scene19:27 Discipline Preparation Mindset26:56 Invest In Yourself Advice28:46 Wrap UpFOLLOW US:Instagram: @rworldtalkLinkedIn: @rworldtalkpodcastWebsite: https://rworld.com/LISTEN ON AUDIO:Spotify: https://open.spotify.com/show/6TFUYs7cTWw539wUD7aLkE?si=79cdc73ede2f4828Apple: https://podcasts.apple.com/us/podcast/rworld-talk-south-florida-real-estate/id1671206655#RealEstate #SouthFlorida #Realtor #Luxury #LuxuryRealEstate #Mindset #Highperformance #RyanSerhant #SerhantMiami #Relocation #Hospitality #Cycling
Grab our High-Converting Proposal Template and learn what to include (and what to leave out) to turn more of your proposals into higher-paying clients: https://webdesigneracademy.com/template How to Get Web Design Clients Through Cold Email (Without Feeling Gross About It) with Laura Lopuch If you've been putting off outreach because it feels pushy, awkward, or just... wrong, this episode is going to shift that for you. I sat down with Laura Lopuch, founder of the Warm Client Method™, to talk about how web designers can use cold email to get clients without a big following, a referral network, or a full content calendar. Laura has been using cold email to build her business for 11+ years, working just 11 to 13 hours a week. She signed her very first client through a cold pitch, and she used her own system to pitch me to come on this podcast. We get into what makes a pitch land, how to reach out to potential clients without criticizing their website, and why outreach actually feels better than waiting for clients to find you. What You'll Learn: Why the fear of standing out is the #1 thing blocking web designers from outreach The 7 types of cold emails (and why most people only think of one) How to pitch a potential web design client without criticizing their current site Why you don't need a big audience to get clients through outreach What makes a collaboration pitch land vs. fall flat How AI-powered research tools are making cold email faster and less overwhelming Resources Mentioned: Laura Lopuch's website + email list: lauralopuch.com Shannon's High-Converting Proposal Template: webdesigneracademy.com/proposal Related Episodes: Episode 194: The Daily Habit For Building a Full Web Design Client Pipeline with Julia Taylor Episode 193: Stop Waiting for Referrals and Get Booked Out with Sarah Noel Block Episode 197: Building Visual Trust in an Artificial World with Pippa Tanko About Laura Lopuch: Laura Lopuch is the founder of the Warm Client Method™ and Cambium, systems that help online service providers book consistent clients through outreach without content marketing, ads, or referrals. Website: https://lauralopuch.com About Shannon Mattern: Shannon Mattern is a Pricing Strategist, creator of The Package Matrix™ Method, and the founder of the Web Designer Academy where she helps experienced women web designers book higher-paying web design projects, charge more with confidence, run projects without overworking and burnout and break through to their next level of income and freedom. For Web Designers: https://webdesigneracademy.com For Service Providers, Consultants & Agencies: https://shannonmattern.com Instagram: @profitablewebdesigner | @shannonlmattern
If you're job searching in 2026 and following every resume rule you've been told, one page only, match every keyword, avoid two-column layouts, optimize for the ATS, this episode is going to change how you think about your resume and your entire job search strategy. Sam Wright runs the data side at Huntr, and he's analyzed over 1.7 million job applications, more than 240,000 resumes, and over a million job postings to find out which resume rules actually get people hired, and which ones are just guesses everyone kept repeating. The results are surprising. Two-page resumes outperform one-page resumes across the board. Resume tailoring is 2X more effective at driving interviews. Referrals convert at a massively higher rate than cold applications. And most of what you've been told about the ATS is a myth. Scott and Sam break down the resume myths costing you interviews, the tailoring strategy that actually works, why your target job title matters more than your resume format, and the data-backed job search moves that separate the top 10% of applicants from everyone else. What you'll learn: Why the one-page resume rule was never actually tested (and what the data shows about two-page resumes) The 5-step resume tailoring process that doubles your interview rate Why "optimizing for the ATS" is a myth (and what actually gets your resume seen) How to write a resume summary that stands out (without sounding AI-generated) Why referrals convert at a massively higher rate than cold applications, and how to build them The exact application strategy Sam recommends: how many jobs per week, how fast to apply, and how to target the right roles Connect with Sam Wright: https://www.linkedin.com/in/samuel-b-wright/ Try Huntr: https://huntr.co Our book, Happen To Your Career: An Unconventional Approach To Career Change and Meaningful Work, is now available on audiobook! Visit happentoyourcareer.com/audible to order it now! Visit happentoyourcareer.com/book for more information or buy the print or ebook here! Want to chat with our team about your unique situation? Schedule a conversation Free Resources What career fits you? Join our free 8 Day Mini Course to figure it out! Career Change Guide - Learn how high-performers discover their ideal career and find meaningful, well-paid work without starting over. Related Episodes Changing Careers (When You Don't Know Your Next Job Title) (Spotify / Apple Podcasts) Discover Your Strengths to Find Your Ideal Career (Spotify / Apple Podcasts)
LinkedIn has become one of the most powerful business development tools for recruiters—but only when it's used with intention.Kortney Harmon sits down with Clark Willcox, Founder of Digital Recruiter, to discuss how recruiters can build a revenue-driving brand on LinkedIn without relying on generic AI messaging or chasing viral content. Clark shares practical strategies for creating meaningful conversations, attracting the right clients, and using automation to support—not replace—human connection.Key takeaways include:Building a LinkedIn profile that attracts ideal clientsCreating content that drives conversations instead of likesUsing automation and AI without losing authenticityTurning LinkedIn into a consistent source of new businessDiscover how to build a recruiter brand that earns trust, generates revenue, and creates long-term business growth.________________Follow Clark Willcox on LinkedIn: LinkedIn | Clark WillcoxCheck out Clarks website: https://digitalrecruiter.io/Follow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience
Count the ways you're chasing new business right now. Referrals, ads, emails, the newsletter you started and stopped. Now the harder question. How many are actually finished? Running isn't finished. A thing that's running can still be losing you money and you'd never know it.You'll learn how to pick the one channel your numbers already point to, what finishing it really takes, and when you've earned the next one. You'll hear how a $4M caterer killed six lead sources, built the one already working, and made his new business boring. And boring is the most beautiful word there is!Topics discussed:Introduction (00:00)Running isn't finished, and what that's costing you (00:30)You don't have a lead problem, you have a seven-things-running problem (01:47)What Scott got wrong for years at J&L Marketing (03:11)Tony's catering company and the feast-or-famine whiplash (04:33)Where his last 20 corporate accounts actually came from (07:04)The hard call: killing six lead sources to build one (07:37)How Tony built the referral channel into seven streams (08:54)Why predictable beats exciting, and boring wins (10:45)Level one: get the channel running without you (14:17)Level two: five to seven streams feeding one channel (15:39)Level three: tune each stream and turn the dials (18:38)What predictable new business actually buys you (19:24)Turn challenges into measurable results with the FREE Business Bourbon & Cigars Leadership Retreat Workbook: http://meplusultra.com/workbookSubscribe so you don't miss any episodes:Apple Podcasts: https://apple.co/3SN2fHnSpotify: https://open.spotify.com/show/74bfJL9J2fjevQEvi17ekUYouTube: https://www.youtube.com/@MePlusUltraNetwork/Connect with Me Plus Ultra:https://www.instagram.com/me_plus_ultra/https://www.facebook.com/MePlusUltra/https://www.facebook.com/groups/1011061052968028/https://x.com/Me_Plus_Ultra/Connect with Scott Joseph:https://www.linkedin.com/in/ScottJosephhttps://www.instagram.com/scotttjoseph/https://www.facebook.com/ScottTJoseph/https://x.com/ScottTJoseph1This episode was produced by Podcast Boutique https://www.podcastboutique.com
In this solo episode of Referrals Done Right, Scott shares one simple idea that has the potential to transform the way we build relationships. Stay curious longer. Inspired by a conversation with relationship strategist Stacy Harris, Scott challenges the tendency to judge people too quickly based on a job title or first impression. Instead, he encourages listeners to slow down, ask better questions and discover the opportunities that only reveal themselves through genuine conversation.Throughout the episode, Scott explains why the best referral partners often come from unexpected places and why meaningful relationships cannot be rushed. He shares stories of professionals who first saw each other as competitors but later became valuable referral partners through curiosity and trust. This episode is a reminder that great relationships are not built by collecting contacts. They are built by taking the time to truly know the person sitting across from you.You Will Learn:• Why staying curious creates stronger relationships and better referrals• How first impressions can prevent valuable opportunities from developing• Why the best referral partners are often the ones you least expect• The difference between collecting contacts and becoming a true connector• How asking one more question can lead to lasting relationships and unexpected opportunities---Scott Grates' Links:The Magnetic Niche - https://mailchi.mp/wonderlabstrategy/findyournicheReferrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates
Feeling like you have to be everywhere all the time just to get a few leads can wear you down fast. When you're posting, testing, pushing, and still not seeing steady customers or referrals come in, it starts to feel frustrating and personal. In this Q&A Wednesday episode, Omar answers a question sent in by Joseph about how to build a more reliable way to bring in leads, customers, and referrals without running yourself into the ground. You'll hear how to think about growth in a way that feels a whole lot more sustainable, more intentional, and way less random than chasing whatever tactic is trending right now. Whether you sell services or products, this lesson will help you see what it really takes to create momentum that lasts. If you're ready to stop spinning your wheels and start building a smoother path to steady leads, loyal customers, and natural referrals, click play at the top of the page and dive into this episode. MBA2807 How To Get Consistent Leads, Customers & Referrals Without Burning Out Recommended episode to explore: If Your Marketing Isn't Working, This Will Fix It. 99% Of Business Owners Get This Wrong. To submit your questions, visit 100mba.net/q. Watch the episodes on YouTube: https://lm.fm/GgRPPHi SUBSCRIBE YouTube | Apple Podcast | Spotify | Podcast Feed Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Zibra Blog’s BEFORE AND AFTER Furniture Refinishing Podcast
Abby Pawley started by painting surfboards in Virginia Beach, then said yes to a 50-foot mural festival wall that changed everything. Five years later, her work has shown up in Amazon's main entrance, an IKEA Monet collaboration, local landmarks, and commercial spaces across her community. Abby shares how she left a warehouse job with no perfect plan, followed up until clients answered, handled the panic of large-scale projects, and learned to keep painting through the ugly middle when even she needed to trust the process. She also talks honestly about AI-generated client requests, social media pressure, public rejection, and the kind of persistence that can turn a “no” into the next wall.Abby Pawley is the Virginia Beach artist and muralist behind Pawley Prints, creating colorful murals, coastal-inspired pieces, and large-scale commercial work for brands and local spaces. Based in Virginia Beach, her work carries the influence of her high school art teachers, who encouraged her early on, and the community that helped her grow.Connect with Abby:WebsiteIGTikTokCreative Finds:Zibra 1/8" Detail Brush – our most requested size, launching July 30 at enjoyzibra.com (use code BANTER10 for 10% off)In this episode, we discuss:Why Abby left her warehouse job after her first mural, even without a perfect planHow steady follow-up helped turn an Amazon referral into a real projectWhy referrals still require persistence, clear communication, and self-advocacyWhat changes when your work moves from small surfaces to 50-foot wallsHow artists can get through the ugly middle of a project without spiralingWhy Abby's most effective social media posts are often the simple, honest onesHow sharing rejection can build trust with your audience and help other artists keep goingWelcome to Brush & Banter—the podcast where creativity meets real-life hustle. Brought to you by Zibra, we go beyond perfect brushstrokes to explore the messy, magical, and meaningful side of being an artist. We're here to bring you conversations with working artists, practical tips to grow your creative business, and a built-in painting companion for your next project. Brush & Banter is co-hosted by Brie Hansen, President of Zibra; Annie Bolding, Founder of It's a Disco Day Designs; and Lauren Cooper, Founder of Rosemont Lane Design Studio.Connect with Zibra: WebsiteInstagramTikTokFacebook YouTubeBlog
Grab our High-Converting Proposal Template and learn what to include (and what to leave out) to turn more of your proposals into higher-paying clients: https://webdesigneracademy.com/template How to Get Web Design Clients Through Cold Email (Without Feeling Gross About It) with Laura Lopuch If you've been putting off outreach because it feels pushy, awkward, or just... wrong, this episode is going to shift that for you. I sat down with Laura Lopuch, founder of the Warm Client Method™, to talk about how web designers can use cold email to get clients without a big following, a referral network, or a full content calendar. Laura has been using cold email to build her business for 11+ years, working just 11 to 13 hours a week. She signed her very first client through a cold pitch, and she used her own system to pitch me to come on this podcast. We get into what makes a pitch land, how to reach out to potential clients without criticizing their website, and why outreach actually feels better than waiting for clients to find you. What You'll Learn: Why the fear of standing out is the #1 thing blocking web designers from outreach The 7 types of cold emails (and why most people only think of one) How to pitch a potential web design client without criticizing their current site Why you don't need a big audience to get clients through outreach What makes a collaboration pitch land vs. fall flat How AI-powered research tools are making cold email faster and less overwhelming Resources Mentioned: Laura Lopuch's website + email list: lauralopuch.com Shannon's High-Converting Proposal Template: webdesigneracademy.com/proposal Related Episodes: Episode 194: The Daily Habit For Building a Full Web Design Client Pipeline with Julia Taylor Episode 193: Stop Waiting for Referrals and Get Booked Out with Sarah Noel Block Episode 197: Building Visual Trust in an Artificial World with Pippa Tanko About Laura Lopuch: Laura Lopuch is the founder of the Warm Client Method™ and Cambium, systems that help online service providers book consistent clients through outreach without content marketing, ads, or referrals. Website: https://lauralopuch.com About Shannon Mattern: Shannon Mattern is a Pricing Strategist, creator of The Package Matrix™ Method, and the founder of the Web Designer Academy where she helps experienced women web designers book higher-paying web design projects, charge more with confidence, run projects without overworking and burnout and break through to their next level of income and freedom. For Web Designers: https://webdesigneracademy.com For Service Providers, Consultants & Agencies: https://shannonmattern.com Instagram: @profitablewebdesigner | @shannonlmattern
For decades, referrals were the most dependable growth engine in tax and accounting.A client told a friend, “You should call my CPA.” An attorney made an introduction. A financial advisor recommended someone they trusted. And in many cases, that recommendation led directly to a phone call.That is no longer how the process works.The referral may still begin with a person, but before the prospect contacts your firm, they validate the recommendation. They search your name, visit your website, read your reviews, and increasingly ask ChatGPT, Gemini, Perplexity, or Google AI questions such as:Does this firm really understand my situation? Do they specialize in my industry?Are they the best fit? Who else should I consider?AI is now standing between the referral and the phone call.In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton explain how the referral pipeline has evolved through three distinct generations:Referral 1.0: The word-of-mouth era, when trust in the person making the recommendation was often enough.Referral 2.0: The Google era, when prospects began validating firms through websites, reviews, local search results, and online reputation.Referral 3.0: The AI recommendation era, where AI does not merely help prospects find firms. It interprets the available evidence, compares options, and helps prospects decide which firm appears to be the best match.That distinction matters.A firm may have decades of experience, strong client relationships, and deep knowledge. But if that expertise is not visible through its website, content, reviews, FAQs, videos, and other digital evidence, AI may not understand when or why the firm should be recommended.Lee and Rebekah also introduce the idea of invisible referral leakage: referrals that firms never know they received because the prospect researched the firm, found insufficient evidence of relevant expertise, and chose someone else before making contact.The phone never rings. The lead never enters the CRM. The firm never knows the opportunity existed.The solution is not to chase every new marketing trend or become an online influencer. It is to make the expertise your firm already possesses easier to find, understand, and trust.The referral still begins with a person. But AI has become the gatekeeper. Ready to See Whether AI Understands Your Firm?Open ChatGPT, Gemini, Perplexity, or Google AI and ask the same questions your ideal clients might ask.Does your firm appear?Does AI understand what you specialize in?Does it find enough evidence to validate your experience?Which competitors are being recommended instead?That is exactly why CountingWorks PRO created the Free Digital Blueprint Assessment. We evaluate your firm's digital authority, reputation, content footprint, positioning, and visibility across today's AI-driven referral landscape.Then we provide a customized roadmap showing where your firm is strong, where it may be invisible, and what you can do to improve.Because today, it is not enough to earn the referral.You also have to get past the gatekeeper.Start your Free Digital Blueprint Assessment: CountingWorksPRO.com/start
For more on this Kate Duggan, CEO of Tusla.
Send us Fan MailIn Chattanooga, trains are famous for staying on the tracks. In this episode, Captain Integrity Bob Wade explores whether Compliance stayed on the tracks in the Erlanger case. Hear why you need to listen to people who are making reports to you about physician compensation, why total cash compensation is king, how there's a direct linkage between coding & billing results and physician compensation, the speeding ticket analogy for the Erlanger case, and the interesting things Chattanooga is known for. Learn more at CaptainIntegrity.com
As bladder cancer treatment options expand, so do the challenges of delivering them in real-world practice. On this episode of BackTable Urology, community urologic oncologist Dr. Adam Gadzinski joins Dr. Ruchika Talwar to discuss how evolving therapies for non–muscle-invasive bladder cancer (NMIBC) are changing the landscape for both patients and providers. They explore the financial, logistical, and workflow hurdles to adopting new treatments in community settings, as well as the unique opportunities for expanding access through local clinical trials. --- Get the BackTable apphttps://www.backtable.com/app --- This podcast is supported by Urogenhttps://www.zusduri.com --- Timestamps 00:00 - Introduction02:51 - Delivering Bladder Cancer Care in the Community 09:08 - Navigating Treatment Choices 13:05 - Patient Expectations and Insurance Coverage19:01 - Ablation Strategies for Low and Intermediate Risk22:34 - Making Therapies Community Friendly27:12 - Launching Community Trials31:08 - Referrals and Community Practice Advice36:36 - Cystectomy Counseling Pearls44:46 - Closing Takeaways --- More about this episode The conversation covers decision-making for bladder-preserving therapies, radical cystectomy, and trimodal approaches, along with strategies for guiding patients through these complex choices. Dr. Gadzinski shares insights on navigating insurance, launching community trials, and sustaining practice growth while maintaining high-quality care. The episode also offers practical advice on referrals, patient counseling, and finding the right practice environment for long-term success in bladder cancer care. --- Resources Bladder Cancer Basics Handbookshttps://bcan.org/bladder-cancer-basics-handbook/ Wellprepthttps://wellprept.com/foundation --- BackTable Urology is the go-to podcast for urologists, urologic oncologists, and urogynecologists. Download the free BackTable app to get early access to new episodes, cases, and courses curated by physicians in your specialty. ► https://www.backtable.com/app
In this episode of Referrals Done Right, Scott sits down with Stacy Harris, strategic relationship advisor and founder of Stacy Harris Consulting, for a conversation about building stronger relationships that lead to consistent business growth. Stacy explains why networking has earned a bad reputation and why most people approach it without a clear strategy. Together, they discuss why relationships are becoming even more valuable in a world shaped by AI, digital communication and constant distractions. They also explore how trust, consistency, and genuine human connection create opportunities that traditional marketing often cannot.Throughout the conversation, Stacy shares practical systems that help professionals stay connected with the people already in their network. She explains why follow up should be intentional, why referral partners deserve as much attention as clients and why networking is really about serving others before asking for anything in return. This episode is filled with practical advice for anyone who wants to replace random networking with meaningful relationships that produce long term results.You Will Learn:• Why strategic relationships create more opportunities than random networking• How consistent follow up strengthens trust and keeps you top of mind• Why your existing network may be your greatest source of future business• Practical habits that make networking feel natural instead of uncomfortable• How serving others first leads to stronger referrals and lasting business growth---Stacy Harris' Links:Website - https://stacyharrisconsulting.comLinkedin - https://www.linkedin.com/in/stacy-harris-b94b209Instagram - https://www.instagram.com/stacyharrisconsultingFacebook - https://www.facebook.com/StacyHarrisConsulting---Scott Grates' Links:Referrals Done Right - https://www.referralsdoneright.orgReferrals Done Right FB Group - https://www.facebook.com/groups/296359076662332Scott Grates Website - https://www.scottgrates.comLove Living Local - https://www.instagram.com/lovelivinglocal315Scott's FB - https://www.facebook.com/scott.grates.1Scott's - https://www.instagram.com/scottgratesTikTok - https://www.tiktok.com/@scott.grates
This Episode is Sponsored by StayFi Your ultimate tool for Vacation Rental WiFi marketing allowing you to collect guest emails automatically via custom captive WiFi login splash pages. Drive repeat direct bookings and convert your OTA bookings to book direct for their next visit. Visit https://stayfi.com/vrsuccess/ and use code VRSUCCESS for 50% off 3 months of StayFi service. ________________________________________________________________________________________________________________________________________ This episode almost wasn't the one you're hearing. Heather had already recorded, edited, and prepared social media for a different episode when a morning of reflection sent her down a different path instead. The trigger was rereading her own contribution to Brooke Pfautz's book Vacation Rental Secrets, written a few years back - an unusually honest account of the mistakes she made running CottageLink Rental Management, the property management company she sold four years ago. Reading it back, Heather noticed a pattern. None of the mistakes came from working too little or caring too little. Every one of them came from not having the tools to see clearly, document what she knew, or build systems that didn't depend on her being at the centre of everything. That reflection became this episode: ten specific, practical things she would do differently if she were running a property management business today, with the AI tools now available. This is a solo teaching episode, released the week the second cohort of the AI Ambassador Program opens. It is aimed squarely at operators who want to know, in concrete terms, what using AI well in a property management business actually looks like - not in theory, but from someone who has run the business, made the mistakes, and now has the tools to fix them. Key Takeaways Build a brand voice document before writing a single word of copy. Capture your tone, values, and the phrases that are distinctly yours before you ask AI to write anything on your behalf - otherwise inconsistency creeps in and your team, guests, and owners start to feel it. Stop letting every vendor demo convince you a new platform will fix your business. Your PMS is the one system that genuinely needs a professionally built, purpose-designed solution - but beyond that, a lot of what operators buy off the shelf could now be built to fit their specific business instead. Document every process before it only exists in your head. Talk a process through, out loud, while you're doing it and let AI structure it into a living SOP - the knowledge that only lives with the founder is a liability, not an asset. Build a genuine owner communication system, not just good intentions. Work through frameworks for the hard conversations in advance, and use AI to generate genuinely personal quarterly owner reports at scale, not a mail merge with names swapped in. Use AI to keep direct booking relationships warm, not just to build them. The follow-up sequences that go quiet the moment peak season hits are where most operators lose ground - AI can keep that infrastructure running consistently even when you're buried. Analyze reviews instead of just reading them. The most useful information is often buried inside five-star reviews as an aside - patterns that only become visible when reviews are aggregated and analysed rather than read one at a time. Build a real owner acquisition pipeline instead of relying on referrals. Referrals are a result, not a strategy - a proper follow-up sequence and a clear sense of the right-fit owner prevents leads from going cold. Build an institutional knowledge base, not just a folder of SOPs. Capture the reasoning behind decisions, not just the steps, so that judgement can travel with the business even as people move on. Treat AI as a thinking partner, not just a writing tool. The most valuable use of AI is stress-testing decisions before you commit to them, not just producing first drafts. Start with clear values and strategy, and let AI help you communicate them. Clarity about what you're building and who it's for makes every daily decision easier - and AI can help both articulate that strategy and communicate it consistently across a team. ________________________________________________________________________________________________________________________________________
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When the tension is high in your marriage, how do you and your spouse work through it? Fawn Weaver and Jim Daly share about ways you can de-escalate an argument with your mate. Then, Erin and Greg open up about how they've learned to get better at working through a conflict as a team. Find us online at focusonthefamily.com/marriagepodcast or call 1-800-A-FAMILYThe Argument-Free Marriage Focus on Marriage AssessmentReducing Conflict in Your Marriage (Digital) Take the Reactive Cycle Assessment Counseling Consultation and Referrals